证券之星消息，美利信9月16日涨停收盘，收盘价40.38元。该股于11点2分涨停，未打开涨停，截止收 盘封单资金为8638.9万元，占其流通市值1.96%。 今日美利信涨停的可能因素有：第一，公司治理结构优化，完成15项制度修订并设立专门委员会，提升 决策效率与透明度；第二，业务多元化布局加速，在新能源汽车零部件、通信设备、储能及半导体领域 形成协同效应，液冷超充产品实现稳定交付；第三，行业景气度提升，汽车零部件及一体化压铸板块当 日分别上涨1.0%和1.6%，形成板块共振；第四，科创债融资8亿元获批，强化研发投入及新项目资金保 障；第五，机构研报指出公司困境反转逻辑逐步兑现，新业务放量预期增强市场信心。 9月16日的资金流向数据方面，主力资金净流入3607.68万元，占总成交额3.5%，游资资金净流出 2647.06万元，占总成交额2.57%，散户资金净流出960.62万元，占总成交额0.93%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净齿比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | ...

Core Viewpoint - The Tesla concept stocks in the A-share market are experiencing significant gains, with multiple stocks hitting their daily limit up and reaching historical highs [1] Group 1: Stock Performance - Sanhua Intelligent Control has reached its daily limit up and set a new historical high [1] - Beite Technology also hit its daily limit up in the afternoon session [1] - Other stocks such as Meilixin, Yinlun Shares, Kosen Technology, and Junsheng Electronics have previously reached their daily limit up [1] - Companies like Ningbo Huaxiang, Xusheng Group, and Dazhu Laser have shown notable upward movement [1]

（文章来源：每日经济新闻） 每经AI快讯，9月16日，无人驾驶板块盘初走高，世运电路盘中创新高，均胜电子涨停，美利信涨超 10%，珠江股份、玉禾田、雷尔伟、天龙股份、劲旅环境跟涨。 ...

华夏产业升级混合A（005774）基金经理为代瑞亮。 9月12日，美利信涨5.32%，截至发稿，报33.09元/股，成交2.83亿元，换手率8.20%，总市值69.69亿 元。 资料显示，重庆美利信科技股份有限公司位于重庆市巴南区天安路1号附1号,附2号，成立日期2001年5 月14日，上市日期2023年4月24日，公司主营业务涉及通信领域和汽车领域铝合金精密压铸件的研发、 生产和销售。主营业务收入构成为：汽车类零部件64.79%，通信类结构件29.88%，其他(补充)3.84%， 其他类零部件1.49%。 从美利信十大流通股东角度 数据显示，华夏基金旗下1只基金位居美利信十大流通股东。华夏产业升级混合A（005774）二季度减 持68.59万股，持有股数149.61万股，占流通股的比例为1.37%。根据测算，今日浮盈赚取约249.85万 元。 华夏产业升级混合A（005774）成立日期2018年8月24日，最新规模6.04亿。今年以来收益21.9%，同类 排名3884/8174；近一年收益41.88%，同类排名3847/7981；成立以来收益129.23%。 截至发稿，代瑞亮累计任职时间10年183天，现任 ...

重庆源伟律师事务所 关于重庆美利信科技股份有限公司 2025年第二次临时股东大会的法律意见书 致: 重庆美利信科技股份有限公司 根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民共和 国证券法》、中国证券监督管理委员会发布的《上市公司股东会规则》（以下简称 "《股东会规则》"）和《深圳证券交易所上市公司股东会网络投票实施细则（2025 年修订）》等法律、行政法规、规范性文件以及《重庆美利信科技股份有限公司章 程》（以下简称"《公司章程》"）的规定，重庆源伟律师事务所(以下简称"本所") 接受重庆美利信科技股份有限公司(以下简称"公司")的委托，指派邢恩田、曾梓 涵律师出席公司于2025年9月11日（星期四）14:30在重庆市巴南区天安路1号附1号、 附2号重庆美利信科技股份有限公司办公楼二楼会议室召开的2025年第二次临时股 东大会(以下简称"本次股东大会")，对本次股东大会的召集、召开程序的合法性、 召集人和出席会议人员资格的合法有效性、会议表决程序和表决结果的合法有效性 出具法律意见书。 为出具本法律意见书，本所律师对本次股东大会所涉及的有关事项进行了审查， 查阅了本所律师认为出具法律意见 ...

证券代码：301307 证券简称：美利信 公告编号：2025-044 重庆美利信科技股份有限公司 2025年第二次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会采用现场表决与网络投票相结合的方式召开。 2、本次股东大会未出现否决议案的情形，未出现涉及变更以往股东大会已 通过的决议的情形。 一、会议召开和出席情况 （一）会议召开时间： 1、会议召开时间 （1）现场会议召开时间：2025年9月11日（星期四）下午14:30。 （2）网络投票的时间：2025年9月11日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年9 月11日9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系 统投票的具体时间为：2025年9月11日9:15至15:00期间的任意时间。 2、现场会议召开地点：重庆市巴南区天安路1号附1号、附2号重庆美利信 科技股份有限公司办公楼二楼会议室。 4、会议召集人：重庆美利信科技股份有限公司（以下简称"公司"）董事会。 5、会议主持人：董 ...

证券之星消息，9月10日通信设备板块较上一交易日上涨3.51%，美利信领涨。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 301307 | 美利信 | 30.85 | 11.94% | | 27.21万 | 8.28亿 | | 002313 | 日海智能 | 12.42 | 10.01% | | 33.58万 | 4.06亿 | | 600776 | 东方通信 | 12.67 | 9.98% | | 38.93万 | 4.88亿 | | 688668 | 鼎通科技 | 113.02 | 8.36% | | 10.57万 | 11.80亿 | | 300689 | 澄天伟业 | 58.84 | 8.20% | | 7.05万 | 4.12亿 | | 300308 | 中际旭创 | 385.00 | 7.16% | | 62.01万 | 237.50亿 ...

Group 1 - The communication equipment sector rose by 2.61% on September 3, with Zhongji Xuchuang leading the gains [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] - Notable individual stock performances included Zhongji Xuchuang with a closing price of 426.19, up 10.99%, and Shijia Photon with a closing price of 82.42, up 4.73% [1] Group 2 - The communication equipment sector experienced a net outflow of 1.734 billion yuan from institutional funds and 1.172 billion yuan from retail funds, while individual investors saw a net inflow of 2.906 billion yuan [3]

Investment Rating - The report assigns a rating of "Accumulate" to the company, indicating an expected relative performance increase of 5% to 15% over the next 6 to 12 months [2]. Core Views - The company is facing profit pressure due to multiple factors, but it is expanding into the semiconductor and high-end precision industries, which are expected to drive future growth [2][5]. - The company reported a revenue of 1.86 billion yuan in the first half of 2025, a year-on-year increase of 12.4%, but continued to incur a net loss of 110 million yuan [3]. - The automotive parts segment showed strong performance with a revenue increase of 17.6%, while the communication segment remained stable [5]. Summary by Sections Financial Performance - The company’s revenue for 2023 is projected at 3.189 billion yuan, with a growth rate of 1% year-on-year. By 2025, revenue is expected to reach 4.431 billion yuan, reflecting a growth rate of 21% [2]. - The net profit for 2025 is adjusted to 33 million yuan, with projections of 148 million yuan and 207 million yuan for 2026 and 2027, respectively [5]. - The gross margin for the first half of 2025 was 7.46%, down 3.88 percentage points year-on-year, with the communication segment's gross margin at 4.43% [5]. Business Development - The company established a joint laboratory for thermal management and materials with top universities, aiming to provide comprehensive thermal management solutions across various sectors [4]. - The company is accelerating its globalization strategy through acquisitions, particularly in North America, to enhance its competitive edge [5]. Market Position - The semiconductor and thermal management sectors are identified as key growth areas, with the company leveraging its expertise in precision component manufacturing to meet client needs [5].

Core Viewpoint - Meili Xin (301307) reported a revenue increase but a significant decline in net profit for the first half of 2025, indicating challenges in profitability despite revenue growth [1] Financial Performance - Total revenue for the first half of 2025 reached 1.859 billion yuan, a year-on-year increase of 12.41% compared to 1.654 billion yuan in 2024 [1] - The net profit attributable to shareholders was -105 million yuan, a decline of 468.13% from -18.47 million yuan in the previous year [1] - The gross margin was 7.46%, down 34.26% year-on-year, while the net margin was -5.66%, a decrease of 418.99% [1] - Total expenses (selling, administrative, and financial) amounted to 146 million yuan, accounting for 7.84% of revenue, an increase of 16.66% year-on-year [1] - Earnings per share were -0.5 yuan, a decrease of 455.56% from -0.09 yuan in 2024 [1] Cash Flow and Debt Situation - Cash flow per share was 0.29 yuan, down 82.24% year-on-year from 1.61 yuan [1] - The company had cash and cash equivalents of 633 million yuan, a 32.05% increase from 479 million yuan [1] - Interest-bearing liabilities rose to 2.331 billion yuan, an increase of 86.99% from 1.247 billion yuan [1] - The cash ratio (cash and cash equivalents to current liabilities) was only 39.07%, indicating potential liquidity concerns [2] - The interest-bearing debt ratio reached 31.19%, highlighting the company's debt exposure [2] Business Model and Market Position - The company's performance is heavily reliant on capital expenditures, necessitating scrutiny of the viability of these investments [2] - Historical data shows a median Return on Invested Capital (ROIC) of 4.6%, with the worst year being 2024 at -2.75%, indicating weak investment returns [1] - The company has faced three years of losses since its listing, suggesting a fragile business model [1] Industry Trends and Future Outlook - The company is actively monitoring developments in the robotics sector, particularly in humanoid robots, and is prepared to collaborate with clients on relevant product developments [3] - There is an expectation among analysts for the company's performance in 2025 to remain negative, with projected net profit at -45 million yuan and an average earnings per share forecast of -0.21 yuan [2]